Purchases and Sales Made in Q3 2025 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q3 2025. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO SHORT TERM CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
191+ 0.14% |
$5.73K - $5.79K
|
141K
$4.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
BUY
|
- |
186+ 2.04% |
$5.58K - $5.63K
|
9.33K
$282K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
177+ 0.42% |
$5.31K - $5.36K
|
42K
$1.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
175+ 1.5% |
$5.25K - $5.3K
|
11.9K
$359K
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
170+ 2.39% |
$5.1K - $5.15K
|
7.28K
$220K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
160New |
$4.8K - $4.85K
|
160
$4.84K
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
137+ 0.67% |
$4.11K - $4.15K
|
20.6K
$622K
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
136+ 1.91% |
$4.08K - $4.12K
|
7.25K
$219K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
136+ 1.61% |
$4.08K - $4.12K
|
8.59K
$260K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
109+ 0.55% |
$3.27K - $3.3K
|
19.9K
$603K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
105New |
$3.15K - $3.18K
|
105
$3.18K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
95New |
$2.85K - $2.88K
|
95
$2.87K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
95+ 29.05% |
$2.85K - $2.88K
|
422
$12.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
95+ 0.55% |
$2.85K - $2.88K
|
17.5K
$530K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
87+ 1.15% |
$2.61K - $2.64K
|
7.68K
$232K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
86+ 1.14% |
$2.58K - $2.6K
|
7.64K
$231K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
76+ 0.48% |
$2.28K - $2.3K
|
15.9K
$480K
|
|
|
Oct 22, 2025
Q3 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
73+ 0.76% |
$2.19K - $2.21K
|
9.7K
$294K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
70+ 0.19% |
$2.1K - $2.12K
|
36.1K
$1.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
69New |
$2.07K - $2.09K
|
69
$2.09K
|
|
|
Oct 09, 2025
Q3 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
67+ 0.11% |
$2.01K - $2.03K
|
58.6K
$1.77M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
58New |
$1.74K - $1.76K
|
58
$1.76K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
40+ 1.15% |
$1.2K - $1.21K
|
3.52K
$106K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
36+ 3.99% |
$1.08K - $1.09K
|
938
$28.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
29New |
$871 - $878
|
29
$878
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
20+ 0.25% |
$600 - $606
|
8.07K
$244K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
16+ 0.36% |
$480 - $485
|
4.52K
$137K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
10+ 0.61% |
$300 - $303
|
1.65K
$49.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6+ 0.02% |
$180 - $182
|
33.3K
$1.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5+ 0.02% |
$150 - $151
|
21K
$635K
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
3+ 0.02% |
$90.1 - $90.9
|
16.2K
$489K
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1- 0.01% |
$30 - $30.3
|
11.9K
$359K
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2- 0.01% |
$60 - $60.6
|
14.1K
$428K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-30- 0.32% |
$901 - $909
|
9.33K
$282K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-52- 16.25% |
$1.56K - $1.58K
|
268
$8.11K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-65- 0.64% |
$1.95K - $1.97K
|
10.1K
$307K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-100- 1.04% |
$3K - $3.03K
|
9.56K
$289K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-127- 0.13% |
$3.81K - $3.85K
|
98.2K
$2.97M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-137- 1.97% |
$4.11K - $4.15K
|
6.81K
$206K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-145- 6.28% |
$4.35K - $4.39K
|
2.17K
$65.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-226- 0.19% |
$6.78K - $6.85K
|
118K
$3.58M
|
|
|
Oct 31, 2025
Q3 2025
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-240- 2.0% |
$7.2K - $7.27K
|
11.7K
$355K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
SELL
|
- |
-251- 0.21% |
$7.54K - $7.6K
|
120K
$3.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-277- 0.51% |
$8.32K - $8.39K
|
54.3K
$1.64M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-293- 1.72% |
$8.8K - $8.87K
|
16.8K
$508K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-320- 0.4% |
$9.61K - $9.69K
|
79.3K
$2.4M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-324- 4.25% |
$9.73K - $9.81K
|
7.29K
$221K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-469- 0.79% |
$14.1K - $14.2K
|
58.9K
$1.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-995- 4.32% |
$29.9K - $30.1K
|
22.1K
$668K
|
|
|
Nov 03, 2025
Q3 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1K- 2.09% |
$30K - $30.3K
|
46.8K
$1.42M
|